May 18, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-8023 |
|
Font names are no longer translated when the browser language is set to Japanese. |
| BMB-8024 |
|
Currency values extracted using the Invoice or Data Extraction workflow stencils have been updated to support EU numerical separators. |
| BMB-8164 |
|
CloudFAX Integration: Added the ability to share multiple faxes and the option to send a message to sharee(s). |
| BMB-8375 |
|
CloudFAX Integration: Added the ability to select columns when exporting faxes |
| BMB-8644 |
|
CloudFAX Integration: Fixed an issue where notifications were not sent when transferring ownership of a fax and the "Send message to user" box was not selected. |
| BMB-8661 |
|
Added support for documents with more than 20 pages when using the Translate Document workflow stencil. |
| BMB-8694 |
|
CloudFAX Integration: Fixed an issue where the vertical bars used to resize the thumbnail view and the Fax Preview Window were not working as expected. |
| BMB-8720 |
|
Expression fields that are configured as data fields are now calculated before the job moves from an Invoice Extraction, Data Extraction, or Extraction Pro workflow step. |
| BMB-8723 |
|
Updated Invoice and Data Extraction workflow stencils to properly detect the key pair when using a Regex to determine the key pair name. |
April 6, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-7083 |
|
CloudFAX Integration: Added a tooltip for the document name in the Fax Preview Window and the Document Viewer that displays the entire document name. |
| BMB-7670 |
|
Added an OCR+ workflow stencil with advanced functionality that allows you to convert handwritten text into machine-readable text. See OCR+ stencil for more information. |
| BMB-7883 |
|
Added a Document Stamp workflow which allows you to apply a stamp to a document as part of the workflow. See Document Stamp stencil for more information. |
| BMB-8048 |
|
Added an Extraction Pro workflow stencil with advanced functionality that allows you to extract line items from multiple tables on a single document. See Extraction Pro stencil for more information. |
February 9, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-7992 |
|
Line item rows in the Invoice Extraction workflow stencil can now be mapped to fields on a document other than those that exist in the extracted data for the row. |
January 5, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-6320 |
|
CloudFAX Integration: The Recipients field is autofocused after discarding changes made on the Send Fax page. |
| BMB-7808 |
|
Journal entries are now available for workflow items created by the Separation step. |
| BMB-7809 |
|
Journal entries are now available for workflow items created by a Classify and Extract step. |
| BMB-7810 |
|
Journal entries are now available for workflow items created by a Learned Automation step. |
November 17, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-7566 |
|
CloudFAX Integration: The Inbound Faxes page now defaults to show faxes for the logged in user. |
| BMB-7600 |
|
Improved the header names and added training status colors on the Manage Training page for the Classifier workflow stencil. |
| BMB-7660 |
|
Added a Rename Document workflow stencil, which allows you to change the name of a document via the workflow. See Rename Document stencil for more information. |
October 13, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-4322 |
|
After 3 failed login attempts, users are now blocked and will have to reset their password. |
| BMB-5714 |
|
Added a Classifier workflow stencil, which automatically splits and classifies documents using a machine learning AI model. See Classifier stencil for more information. |
| BMB-6895 |
|
Increased the font size in the HP Workpath App for devices with a 10.1" screen. |
| BMB-6898 |
|
CloudFAX Integration: Added a Recipient Phone Number substitution variable to the Message box when sending a fax. |
| BMB-7070 |
|
Fixed an issue that allowed users to enter line item data field values while the Line Item Panel was still loading. |
| BMB-7244 |
|
CloudFAX Integration: Added an Insert Phone substitution marker to the Message box when sending a fax. |
| BMB-7342 |
|
Line item type data fields are not supported when exporting data fields from an export stencil in CSV format. |
| BMB-7440 |
|
Added a Duplicate workflow stencil, which allows you to create an exact copy of a document, including data fields, that will continue through the workflow on a different path than the original document. See Duplicate stencil for more information. |
August 18, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-6846 BMB-6847 BMB-6848 BMB-6850 BMB-6851 |
|
Added an Export Data Fields tab to the AWS S3, FTP, SharePoint Online, Email, and FileBound export stencil configuration to allow an export of a file containing metadata. See Export stencils for more information. |
| BMB-7279 |
|
Added an Attachment Filter option for IMap, POP3, and Office 365 importer configurations, which allows you to specify which file types are imported. |
| BMB-7280 |
|
CloudFAX Integration: Fixed an issue where the list of users in the Inbound Faxes - Properties - Sharing tab was not loading where there was a large number of users. |
July 14, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-5712 |
|
Added a Translate Document workflow stencil to translate a document from one language to another using machine translation . See Translate Document stencil for more information. |
| BMB-5713 |
|
Added a Detect PII workflow stencil to identify and redact sensitive information on a document using a machine learning AI model. See Detect PII stencil for more information. |
| BMB-5715 |
|
Added an Invoice Extraction workflow stencil to automatically extract information from invoice type documents using a machine learning AI model. See Invoice Extraction stencil for more information. |
| BMB-5718 |
|
Added a Detect Signature workflow stencil to determine if a signature exists on a document using a machine learning AI model. See Detect Signature stencil for more information. |
| BMB-6185 |
|
Added a Summarize workflow stencil to develop a summary of a document and map the result to a data field using generative AI. See Summarize stencil for more information. |
| BMB-6188 |
|
Added an Extract Keywords workflow stencil to identify and extract the most important words or phrases from a document using generative AI. See Extract Keywords stencil for more information. |
| BMB-6414 |
|
Added a Simple Classifier workflow stencil to categorize documents based on the document content using a machine learning AI model. See Simple Classifier stencil for more information. |
| BMB-6482 |
|
Added an Add Template workflow stencil to insert a "template" in .docx, .doc, or .rtf format into a document while it is being processed by the workflow. See Add Template stencil for more information. |
| BMB-6637 |
|
CloudFAX Integration: Fixed an issue where if the Firefox action for PDF content was set to anything other than "Open in Firefox," it prompted to download the file when printing from the Inbound Faxes page. |
| BMB-6672 |
|
Added a Data Extraction stencil to automatically extract information from documents using a machine AI learning model . See Data Extraction stencil for more information. |
| BMB-6767 |
|
An "Include Document" option has been added to Email Stencil properties. This option allows you to choose whether to attach the document to the email or not. See Email stencil for more information. |
| BMB-6768 |
|
CloudFAX Integration: The gray color for closed state users has been updated to a lighter color in the User drop-down list on the Inbound and Outbound faxes pages. |
| BMB-6973 |
|
CloudFAX Integration: Fixed an issue where faxes were not marked as read on the Faxes widget. |
May 19, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-4602 |
|
CloudFAX Integration: Added the ability to edit a document name from the toolbar in the Fax Preview Window. |
| BMB-5268 |
|
Users are now directly logged into the application once their password has been reset successfully. |
| BMB-6303 |
|
Fixed an issue where users were unable to login using Shibboleth SAML SSO. |
| BMB-6495 |
|
CloudFAX Integration: Added an action toolbar to the Faxes widget. |
| BMB-6633 |
|
Added a new "Large Text" data field type. See Data Dictionary for more information. |
| BMB-6640 |
|
CloudFAX Integration: Fixed an issue where "Mark as Read" was not working in the Faxes widget. |
April 14, 2024
| Reference Number | Type | Summary |
|---|---|---|
| BMB-6400 |
|
CloudFAX Integration: Fixed an issue where changes to folder column preferences were reverted when the browser language was changed to a different language. |
| BMB-6405 |
|
CloudFAX Integration: Closed users are now grayed out when filtering inbound faxes and outbound faxes by user. |
| BMB-6436 |
|
CloudFAX Integration: The date and time for Inbound Faxes, Outbound Faxes, and in exported CSV files is now displayed in the user’s timezone. |
| BMB-6446 |
|
CloudFAX Integration: Added User Current Date and User Current Time substitution variables, which will display in the user's local timezone. |
| BMB-6496 |
|
Tabbed widgets now remember which tab was selected when they are reloaded. |
| BMB-6558 |
|
CloudFAX Integration: Added User Full Name to the list of substitution variables available in Send Fax. |
| BMB-6602 |
|
The Navigation Menu is now expanded by default. It can be collapsed by clicking the Collapse Navigation Pane icon or the Collapse Navigation Pane arrow. |
February 11, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-2161 |
|
Added the ability to export work items in CSV or XML format. |
| BMB-6066 |
|
Added a Microsoft Office 365 importer. See Configure a Microsoft Office 365 importer for more information. |
October 29, 2023
| Reference Number | Type | Summary |
|---|---|---|
| BMB-5428 |
|
CloudFAX integration: Users can now search for and select recipients from contact lists when addressing a fax in Send Fax. |
| BMB-5564 |
|
CloudFAX integration: Renamed the Status column to Status Text and added a Status Column which displays the status code in files exported from the Outbound Faxes page. |
September 24, 2023
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-5332 |
|
Added the %@sectionindex% substitution variable to allow pages that have been split by the separation stencil to be identified. |
| BMB-5643 |
|
Fixed an issue where entering a negative number in a numeric field yielded a NaN field value. |
August 6, 2023
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-4875 |
|
CloudFAX integration: Reordered the default column order on the Outbound Faxes page and the Faxes widget. |
July 2, 2023
| Reference Number | Type | Summary |
|---|---|---|
| BMB-4265 |
|
Fixed an issue where IP restrictions weren't working as expected with the CloudFAX integration. |
| BMB-4343 |
|
CloudFAX Integration: Updated the name of the Total column to 'Cost Per Units' and added Username, Contact Name, and Units columns on the Outbound Faxes Export. |
May 21, 2023
| Reference Number |
Type | Description |
|---|---|---|
| BMB-4873 |
|
CloudFAX Integration: Added Contact Name, Cost per unit, and Units as column options on the Outbound Faxes page. |
| BMB-5147 |
|
Fixed an issue where only English was displayed when OCR was configured for multiple languages. |
April 23, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-1451 |
|
Added the ability to view user permissions from the Workflows page. See Workflows for more information. |
| BMB-4290 |
|
CloudFAX Integration: Added the ability to print multiple inbound faxes. |
| BMB-4610 |
|
Fixed an issue where lookup data fields were not automatically populated. |
| BMB-4649 |
|
Fixed an issue where valid date data fields became invalid after moving between documents. |
| BMB-4651 |
|
CloudFAX integration: Fixed an issue where the Fax Number and Contact Name fields were being combined on the Broadcast Details page. |
| BMB-4782 |
|
Fixed an issue that caused classify and extract and learned automation workflow errors in some cases. |
| BMB-4872 |
|
CloudFAX Integration: The default option in the Open Files dialog box when adding files to a fax in Send Fax is now All Files(*.*). |
| BMB-4993 |
|
CloudFAX Integration: The Document Name field is now displayed in inbound fax details. |
| BMB-5128 |
|
Fixed an issue where line items disappeared from the Line Item Panel. |
March 19, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-4505 |
|
CloudFAX Integration: Added the ability to export outbound faxes in XML format. |
| BMB-4601 |
|
CloudFAX Integration: Added a Document Name column in the Inbox. |
| BMB-4607 |
|
CloudFAX Integration: Added the ability to download outbound faxes in PNG and PDF formats. |
| BMB-4639 |
|
Added an 'Allow Timeout' setting on the Advanced tab of User Action workflow stencils. See User Action stencil for more information. |
January 29, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-4126 |
|
Added a button in the header that allows users to share feedback with our team. |
| BMB-4240 |
|
Added a new data field validation type that works against a data source. See Data Dictionary for more information. |
| BMB-4241 |
|
Added a new lookup data field type that performs a lookup against a data source. See Configure a lookup data field for more information. |
| BMB-4287 |
|
Added a button in the header that allows users to see what's new in the product. |
January 01, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-2551 |
|
Added a Display as list option to lookup type data field configuration. When this option is selected, lookup values will display in list view. |
| BMB-4063 |
|
An "Executing action..." message now displays when scanning in a large number of documents. |
| BMB-4173 |
|
Added support for iManage. |
| BMB-4178 |
|
Fixed an issue that caused an error to occur when exporting documents to FileBound before the last data field was validated. |
| BMB-4196 |
|
Fixed an issue that caused an error to occur when opening Work Items. |
| BMB-4363 |
|
Fixed an issue that caused line item values to disappear. |
| BMB-4584 |
|
CloudFAX Integration: Fixed an issue where the ‘Enter Fax Number’ placeholder text was cut off in Send Fax when the browser language was set to German. |